Avalon Investment & Advisory’s Universal Health Services UHS Stock Holding History

Avalon Investment & Advisory’s Portfolio UHS Stock Details UHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-28,773	Closed	-$4.13M	–	355
2019 Q4	$4.13M	Buy	28,773 +338	+1%	+$48.2K	0.08%	162
2019 Q3	$4.23M	Sell	28,435 -370	-1%	-$53.1K	0.09%	154
2019 Q2	$3.76M	Buy	28,805 +272	+1%	+$34.2K	0.08%	163
2019 Q1	$3.82M	Buy	28,533 +113	+0.4%	+$14.9K	0.09%	158
2018 Q4	$3.31M	Buy	+28,420	New	+$3.57M	0.09%	162

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Investment & Advisory's UHS Position: Q1 2020 in Review

Avalon Investment & Advisory sold out of Universal Health Services (UHS) in Q1 2020, closing a stake of 28,773 shares — an estimated $4.13M sold.

Avalon Investment & Advisory first reported a position in UHS in Q4 2018 and held it in 5 quarters. The position peaked at $4.23M in Q3 2019. 421 funds tracked by Wall St. Rank hold UHS as of Q1 2020.

Avalon Investment & Advisory reported no remaining Universal Health Services position as of Q1 2020 after selling out during the quarter.
Avalon Investment & Advisory sold 28,773 Universal Health Services shares in Q1 2020, an estimated $4.13M.
Avalon Investment & Advisory first reported a position in Universal Health Services in Q4 2018 and held it in 5 quarters.
Avalon Investment & Advisory's Universal Health Services position peaked at $4.23M in Q3 2019.
421 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2020.

Based on Avalon Investment & Advisory's 13F filing for Q1 2020, filed 5 May 2020.